Transaction documents
Use the document controls available on the relevant transaction screen.
1.Review the underlying record
Confirm buyer or seller information, vehicle details, amounts and actual payments before producing a document.
2.Use the available download
Open the receipt or document control provided by the relevant record and review the generated file before sending it.
3.Confirm document requirements
Check your business’s required invoice details and process before use. Review any required business or tax details with your accountant before issuing the document.